Jones Financial Companies’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350M | Buy |
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|
2025
Q1 | $312M | Sell |
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|
2024
Q4 | $448M | Buy |
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|
2024
Q3 | $430M | Buy |
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|
2024
Q2 | $377M | Buy |
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|
2024
Q1 | $373M | Buy |
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|
2023
Q4 | $352M | Buy |
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|
2023
Q3 | $295M | Buy |
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|
2023
Q2 | $298M | Buy |
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|
2023
Q1 | $278M | Buy |
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|
2022
Q4 | $275M | Buy |
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|
2022
Q3 | $251M | Buy |
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|
2022
Q2 | $268M | Sell |
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|
2022
Q1 | $684M | Sell |
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|
2021
Q4 | $782M | Buy |
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|
2021
Q3 | $737M | Buy |
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|
2021
Q2 | $743M | Sell |
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|
2021
Q1 | $705M | Sell |
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|
2020
Q4 | $651M | Buy |
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|
2020
Q3 | $479M | Sell |
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|
2020
Q2 | $472M | Buy |
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|
2020
Q1 | $363M | Buy |
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|
2019
Q4 | $442M | Buy |
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|
2019
Q3 | $383M | Buy |
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|
2019
Q2 | $359M | Buy |
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|
2019
Q1 | $331M | Buy |
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|
2018
Q4 | $277M | Buy |
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|
2018
Q3 | $319M | Buy |
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|
2018
Q2 | $295M | Buy |
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|
2018
Q1 | $245M | Buy |
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|
2017
Q4 | $217M | Buy |
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|
2017
Q3 | $182M | Buy |
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|
2017
Q2 | $141M | Buy |
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|
2017
Q1 | $107M | Buy |
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|
2016
Q4 | $69.4M | Buy |
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|
2016
Q3 | $31.4M | Buy |
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|
2016
Q2 | $5.66M | Buy |
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|
2016
Q1 | $2.57M | Buy |
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|
2015
Q4 | $2.53M | Sell |
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|
2015
Q3 | $2.71M | Buy |
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|
2015
Q2 | $2.99M | Buy |
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|
2015
Q1 | $2.9M | Sell |
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|
2014
Q4 | $2.9M | Buy |
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|
2014
Q3 | $2.64M | Buy |
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|
2014
Q2 | $2.74M | Buy |
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|
2014
Q1 | $2.62M | Buy |
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|
2013
Q4 | $2.48M | Buy |
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|
2013
Q3 | $2.24M | Buy |
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|
2013
Q2 | $2.03M | Buy |
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